Hi Product Hunt 👋 I’m Michael, Co-Founder of WebPrez. For over 15 years, my father and I have worked with insurance agents and financial advisors helping them explain complex financial concepts more clearly. One thing we kept seeing over and over: Most financial conversations are confusing. Clients feel overwhelmed. Advisors repeat the same explanations constantly. And trust often breaks down because prospects don’t fully understand what they’re being shown. So we built WebPrez to create a more client-driven process. Instead of leading with products or presentations, advisors guide prospects through: → Discovery → Clarity → Personalized planning The Smart Money Discovery system helps advisors: uncover financial blind spots simplify complex topics improve trust automate follow-up communicate more professionally at scale We’ve combined guided discovery tools, educational video systems, and automation into one workflow designed specifically for financial professionals. This launch is especially meaningful because it represents the evolution of what started as a simple video library into a complete sales enablement platform. Would love your feedback, thoughts, and questions. Thanks for checking us out. — Michael

Video Marketing for Financial Advisors

Video-powered client education for insurance + annuity pros

Video-powered client education for insurance + annuity pros